TULSA AREA UNITED WAY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- TULSA AREA UNITED WAY (EIN 73-0580283)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-12
- IRS object ID
- 201622259349302932
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-12T13:13:15-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731413977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 S UTICA PL SUITE 200 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741147002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730580283 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TULSA AREA UNITED WAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TULS | BusinessNameControlTxt |
| Phone | 9185837171 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1430 SOUTH BOULDER | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74119 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK R GRAHAM | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 9185837171 | PhoneNum |
| Signature | 2016-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOU ANN GIBSON | PreparerPersonNm |
| PTIN | P00405885 | PTIN |
| Phone | 9187452333 | PhoneNum |
| Preparation | 2016-08-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK R GRAHAM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1430 SOUTH BOULDER | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,106,918 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TAUW.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1924 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | WE UNITE PEOPLE AND RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 53 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 50 | VotingMembersIndependentCnt |
| Total Employee | 38 | TotalEmployeeCnt |
| Total Volunteers | 7900 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $26,745,213 | PYContributionsGrantsAmt |
| CY Contributions Grants | $26,507,915 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $119,595 | PYInvestmentIncomeAmt |
| CY Investment Income | $330,589 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,389 | PYOtherRevenueAmt |
| CY Other Revenue | $61,185 | CYOtherRevenueAmt |
| PY Total Revenue | $26,875,197 | PYTotalRevenueAmt |
| CY Total Revenue | $26,899,689 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $22,546,283 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $23,126,073 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,180,641 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,458,438 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,598,554 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $956,169 | PYOtherExpensesAmt |
| CY Other Expenses | $1,021,833 | CYOtherExpensesAmt |
| PY Total Expenses | $25,683,093 | PYTotalExpensesAmt |
| CY Total Expenses | $26,606,344 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,192,104 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $293,345 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,279,410 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,336,537 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,116,665 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,181,199 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,162,745 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,155,338 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE UNITE PEOPLE AND RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,878,396 | ExpenseAmt |
| Grant | $9,543,988 | GrantAmt |
| Desc | HEALTH/SAFETY. OKLAHOMA'S HEALTH STATUS INDICATORS ARE AMONG THE WORST IN THE NATION. THE STATE HAS A HIGH PREVALENCE OF CARDIOVASCULAR DISEASE, DIABETES, OBESITY, STROKE, LOWER-RESPIRATORY DISEASE, ADDICTION, TEEN PREGNANCY AND INFANT MORTALITY. THE STATE RANKS POORLY IN PREVENTABLE HOSPITALIZATIONS DUE TO A LACK OF HEALTHCARE ACCESS AND HEALTH INSURANCE. TAUW INVESTS IN SOCIAL SERVICE AGENCIES AND HEALTHCARE PROVIDERS THAT WORK TO IMPROVE THESE INDICATORS THROUGH DIRECT SERVICE TO CLIENTS AND EDUCATIONAL PROGRAMS THAT PROMOTE HEALTHY LIFESTYLES. TAUW SUPPORTS PROGRAMS THAT PROVIDE SERVICES FOR PHYSICAL HEALTH, MENTAL AND BEHAVIORAL HEALTH, INDIVIDUALS WITH DISABILITIES, DOMESTIC VIOLENCE AND CHILD ABUSE, IT ALSO SUPPORTS AGENCIES THAT PROVIDE SAFETY AND DISASTER RESPONSE SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,871,927 | ExpenseAmt |
| Grant | $6,639,296 | GrantAmt |
| Desc | EDUCATION. THE NUMBER ONE RESOURCE FOR ANY CITY IS AN EDUCATED POPULATION; CITIES THAT INVEST IN EDUCATION ARE BETTER EQUIPPED TO DRIVE SUSTAINABLE ECONOMIC GROWTH. TAUW SUPPORTS THE EDUCATION OF ITS CITIZENS THROUGH FORMAL AND INFORMAL EDUCATIONAL OPPORTUNITIES FOR CHILDREN AND ADULTS AT ALL LEVELS OF ABILITY. IT INVESTS IN EARLY CHILDHOOD PROGRAMS THAT REMOVE EDUCATIONAL BARRIERS FOR VULNERABLE POPULATIONS, PRIMARY AND SECONDARY PROGRAMS THAT SUPPLEMENT CLASSROOM LEARNING AND INCREASE GRADUATION RATES, AND POST-SECONDARY INSTITUTIONS THAT PROVIDE ACCESS TO ALL. OUTSIDE THE FORMAL CLASSROOM, TAUW INVESTS IN PROGRAMS THAT INCREASE LITERACY, EMPHASIZE EXCELLENCE, AND PROVIDE PATHWAYS TO ACHIEVEMENT FOR AT-RISK YOUTH. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,724,449 | ExpenseAmt |
| Grant | $4,564,515 | GrantAmt |
| Desc | FINANCIAL STABILITY. STRESSFUL ECONOMIC CONDITIONS INCREASE THE NUMBER OF PEOPLE FACING JOB LOSS, FOOD INSECURITY, NEAR- OR FULL-HOMELESSNESS, AND LEGAL CHALLENGES. TAUW FUNDS AGENCIES THAT PROVIDE BASIC NEEDS SUCH AS, FOOD, CLOTHING, RENT, UTILITIES, AND SHELTER FOR INDIVIDUALS AND FAMILIES. TAUW INVESTS IN AGENCIES THAT PROVIDE JOB TRAINING AND PLACEMENT, FINANCIAL EDUCATION AND LEGAL AID SERVICES FOR UNDERREPRESENTED AND AT-RISK POPULATIONS. TAUW'S VOLUNTEER INCOME TAX ASSISTANCE PROGRAM (VITA) PROVIDES FREE INCOME TAX ASSISTANCE USING IRS-TRAINED CERTIFIED TAX PREPARERS FOR HOUSEHOLDS MAKING UNDER $54,000 PER YEAR. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (7 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $264,149 | $260,909 | INNOVATION GRANTS |
| $427,278 | $390,640 | COMBINED FEDERAL CAMPAIGN DESIGNATIONS |
| $13,106 | $13,098 | COMBINED STATE CAMPAIGN DESIGNATIONS |
| $100,480 | $100,000 | ROGERS COUNTY UNITED WAY |
| $25,588 | $25,556 | OTHER DESIGNATIONS |
| $515,925 | $515,925 | OTHER SPECIAL GRANTS |
| $1,124,827 | $1,072,146 | COLLABORATIVE FUNDING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,471,353 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,378,274 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $23,946,125 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 38 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 53 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 50 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JESSICA KNOBBE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9185837171 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1430 SOUTH BOULDER | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74119 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ANTHONY ALISON | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BACHMAN PAGE | ||||||
| ETHICS OFFICER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARIMO BASIL | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BASU MONICA | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BOUDIETTE JESSE | ||||||
| DIRECTOR AT LARGE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CADIEUX CHET | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CALLISON JEFF | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CAPRON STEVE | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CHRISTNER DANNY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CLANCY GERRY | ||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | |
| COLLINS WILLIAM J III | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| COOK PHIL | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DRAHEIM ERIC | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ELLISON ELIZABETH | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ESLICKER LEE | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| FRANK BECKY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| GATES CATHY | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GORE KEVIN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| GRAHAM MARK | ||||||
| PRESIDENT AND CEO | 40.00 | Yes (X) | $283,895 | $0 | $37,533 | Yes (X) |
| GROSS KEVIN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| HAILEY LAURA | ||||||
| SR. VP RESOURCE DEVELOPMENT | 40.00 | Yes (X) | $99,423 | $0 | $35,453 | |
| HARDIN TRACY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| HAYNES TED | ||||||
| CHAIR ELECT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HEWITT JOHN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| HICKEY JOHN | ||||||
| DIRECTOR AT LARGE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| HOLLOWAY ANITA | ||||||
| DIRECTOR AT LARGE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JACKSON BETSY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KNOBBE JESSICA L | ||||||
| VP/CFO | 40.00 | Yes (X) | $87,703 | $0 | $20,547 | Yes (X) |
| LAKIN PHIL | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LANGDON JIM | ||||||
| SECRETARY | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LAWHORN CARON | ||||||
| VICE CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LEEMHUIS MANDY | ||||||
| DIRECTOR AT LARGE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LINDSAY JOHN W | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LUTHEY DEAN | ||||||
| DIRECTOR AT LARGE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MACLEOD MARCIA | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARTINOVICH ROB | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MASTERSON BILL | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MCINTOSH STEVE | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MEARS MIKE | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MILLER CHAD | ||||||
| DIRECTOR AT LARGE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MITCHELL CHUCK | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| NEILL DENNIS | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| NEUMAIER KARL | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| RATCLIFF LARERONITA | ||||||
| DIRECTOR AT LARGE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| REDMAN MICHAEL | ||||||
| COUNSEL | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RHOADS MIKE | ||||||
| ASST. SECRETARY | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SELSER JANET | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SMITH ELI | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SULLIVAN STUART | ||||||
| ASST. TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SWANSON CLINT | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| WILSON MARK | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| YAR MAGGIE | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $471,021 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $93,533 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $26,507,915 | AllOtherContributionsAmt |
| Noncash Contributions | $218,217 | NoncashContributionsAmt |
| Total Contributions | $26,507,915 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,461 | TotalRevenueColumnAmt |
| Exclusion | $73,461 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,464,357 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,203,506 | SecuritiesAmt |
| Other | $3,723 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $260,851 | SecuritiesAmt |
| Other | -$3,723 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $257,128 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $257,128 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $5,426 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,426 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,426 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $55,759 | TotalRevenueColumnAmt |
| Exclusion | $55,759 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $55,759 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,899,689 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $262,554 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $129,220 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,126,073 | TotalAmt |
| Program Services | $23,126,073 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,525 | TotalAmt |
| Program Services | $28,990 | ProgramServicesAmt |
| Management And General | $196,585 | ManagementAndGeneralAmt |
| Fundraising | $149,950 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,524,372 | TotalAmt |
| Program Services | $442,890 | ProgramServicesAmt |
| Management And General | $311,507 | ManagementAndGeneralAmt |
| Fundraising | $769,975 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,266 | TotalAmt |
| Program Services | $36,248 | ProgramServicesAmt |
| Management And General | $48,666 | ManagementAndGeneralAmt |
| Fundraising | $73,352 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,446 | TotalAmt |
| Program Services | $70,135 | ProgramServicesAmt |
| Management And General | $60,998 | ManagementAndGeneralAmt |
| Fundraising | $129,313 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,829 | TotalAmt |
| Program Services | $35,260 | ProgramServicesAmt |
| Management And General | $35,628 | ManagementAndGeneralAmt |
| Fundraising | $68,941 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,500 | TotalAmt |
| Management And General | $32,500 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,376 | TotalAmt |
| Program Services | $100,230 | ProgramServicesAmt |
| Management And General | $9,691 | ManagementAndGeneralAmt |
| Fundraising | $1,455 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,559 | TotalAmt |
| Program Services | $1,494 | ProgramServicesAmt |
| Management And General | $3,391 | ManagementAndGeneralAmt |
| Fundraising | $120,674 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,930 | TotalAmt |
| Program Services | $3,576 | ProgramServicesAmt |
| Management And General | $35,938 | ManagementAndGeneralAmt |
| Fundraising | $14,416 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,764 | TotalAmt |
| Program Services | $14,980 | ProgramServicesAmt |
| Management And General | $26,850 | ManagementAndGeneralAmt |
| Fundraising | $3,934 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,223 | TotalAmt |
| Program Services | $17,573 | ProgramServicesAmt |
| Management And General | $33,220 | ManagementAndGeneralAmt |
| Fundraising | $23,430 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,819 | TotalAmt |
| Program Services | $986 | ProgramServicesAmt |
| Management And General | $6,465 | ManagementAndGeneralAmt |
| Fundraising | $12,368 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,491 | TotalAmt |
| Program Services | $10,346 | ProgramServicesAmt |
| Management And General | $42,897 | ManagementAndGeneralAmt |
| Fundraising | $32,248 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,528 | TotalAmt |
| Program Services | $25,653 | ProgramServicesAmt |
| Management And General | $128,264 | ManagementAndGeneralAmt |
| Fundraising | $102,611 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,316 | TotalAmt |
| Program Services | $21,751 | ProgramServicesAmt |
| Management And General | $63,580 | ManagementAndGeneralAmt |
| Fundraising | $81,985 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,868 | TotalAmt |
| Program Services | $3,283 | ProgramServicesAmt |
| Management And General | $6,207 | ManagementAndGeneralAmt |
| Fundraising | $4,378 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER MISC. EXPENSES | Desc |
| Total | $35,459 | TotalAmt |
| Program Services | $6,657 | ProgramServicesAmt |
| Management And General | $19,278 | ManagementAndGeneralAmt |
| Fundraising | $9,524 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,606,344 | TotalAmt |
| Program Services | $23,946,125 | ProgramServicesAmt |
| Management And General | $1,061,665 | ManagementAndGeneralAmt |
| Fundraising | $1,598,554 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $892,387 | BOYAmt |
| EOY | $778,785 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,212,310 | BOYAmt |
| EOY | $8,886,810 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,282,920 | BOYAmt |
| EOY | $18,142,894 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,239 | BOYAmt |
| EOY | $35,181 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,999 | BOYAmt |
| EOY | $28,254 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,427,210 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,856,244 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $655,126 | BOYAmt |
| EOY | $570,966 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,369,766 | BOYAmt |
| EOY | $1,310,134 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,732,663 | BOYAmt |
| EOY | $8,583,513 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,279,410 | BOYAmt |
| EOY | $38,336,537 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,857 | BOYAmt |
| EOY | $174,998 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,042,808 | BOYAmt |
| EOY | $21,006,201 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,116,665 | BOYAmt |
| EOY | $21,181,199 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,029,047 | BOYAmt |
| EOY | $12,239,912 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,133,698 | BOYAmt |
| EOY | $3,915,426 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,000 | BOYAmt |
| EOY | $1,000,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,162,745 | BOYAmt |
| EOY | $17,155,338 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,279,410 | BOYAmt |
| EOY | $38,336,537 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $293,345 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$300,752 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,449,236 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,253,298 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,716,373 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,745,213 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,507,915 | CurrentTaxYearAmt |
| Total | $127,672,035 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,449,236 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,253,298 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,716,373 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,745,213 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,507,915 | CurrentTaxYearAmt |
| Total | $127,672,035 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,793,064 | SubstantialContributorsTotAmt |
| Public Support Total170 | $116,878,971 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $116,142 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $96,845 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $119,211 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $120,226 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $334,312 | CurrentTaxYearAmt |
| Total | $786,736 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,340 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,510 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,550 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,420 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,036 | CurrentTaxYearAmt |
| Total | $87,856 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $128,546,627 | TotalSupportAmt |
| Public Support CY170 | 0.90920 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90600 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II SECTION B LINE 10 COLUMN E | FormAndLineReferenceDesc |
| Explanation | INCLUDES REVENUE ADJUSTMENT FOR WRITE OFF OF ALLOCATION PAYABLE FOR INTERNALLY RUN PROGRAMS | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,407,873 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$10,145 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $50,000 | OtherExpendituresAmt |
| Administrative Expenses | $7,570 | AdministrativeExpensesAmt |
| End Year Balance | $1,340,158 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,417,559 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $72,863 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $75,000 | OtherExpendituresAmt |
| Administrative Expenses | $7,549 | AdministrativeExpensesAmt |
| End Year Balance | $1,407,873 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,232,997 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $221,499 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $30,000 | OtherExpendituresAmt |
| Administrative Expenses | $6,937 | AdministrativeExpensesAmt |
| End Year Balance | $1,417,559 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,106,452 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $132,889 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $6,344 | AdministrativeExpensesAmt |
| End Year Balance | $1,232,997 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,172,563 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$9,687 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $50,512 | OtherExpendituresAmt |
| Administrative Expenses | $5,912 | AdministrativeExpensesAmt |
| End Year Balance | $1,106,452 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.25000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.75000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $146,586 | OtherCostOrOtherBasisAmt |
| Book Value | $146,586 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,884,753 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,539,500 | DepreciationAmt |
| Book Value | $345,253 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $395,871 | OtherCostOrOtherBasisAmt |
| Depreciation | $316,744 | DepreciationAmt |
| Book Value | $79,127 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $570,966 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CERTIFICATES OF DEPOSIT | $8,545,019 | F |
| CASH MANAGEMENT FUND | $38,494 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,583,513 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $26,084,748 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$300,752 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $15,105 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$285,647 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,370,395 | RevenueSubtotalAmt |
| Other Revenues Not Included | $529,294 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $529,294 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,899,689 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,092,155 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $15,105 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $15,105 | ExpensesNotReportedAmt |
| Expenses Subtotal | $26,077,050 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $529,294 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $529,294 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $26,606,344 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS ARE AVAILABLE FOR UNRESTRICTED USE BASED ON OUR ENDOWMENT SPENDING POLICY. THE PERMANENTLY RESTRICTED ENDOWMENT DOES NOT ALLOW SPENDING FROM THE ORIGINAL PRINCIPAL AMOUNT, $1,000,000. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DESIGNATIONS TO OTHER CHARITIES 529,294. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DESIGNATIONS TO OTHER CHARITIES 529,294. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (106 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A NEW LEAF INC | ||||||||
| 2306 S 1ST PL | BROKEN ARROW | OK | 74012 | 731042760 | 501 (C) 3 | $373,950 | FINANCIAL STABILITY AND HEALTH/SAFETY | |
| ABILITY RESOURCES INC | ||||||||
| 823 S DETROIT STE 110 | TULSA | OK | 74120 | 731000572 | 501 (C) 3 | $78,593 | FINANCIAL STABILITY | |
| AMERICAN RED CROSS TULSA AREA CHAPTER | ||||||||
| 10151 E 11TH ST | TULSA | OK | 74128 | 730579223 | 501 (C) 3 | $930,299 | HEALTH/SAFETY AND EDUCATION | |
| BIG BROTHERS BIG SISTERS OF OKLAHOMA | ||||||||
| 5840 S MEMORIAL STE 111 | TULSA | OK | 74145 | 731226237 | 501 (C) 3 | $328,954 | EDUCATION | |
| BOY SCOUTS OF AMERICA | ||||||||
| 4295 S GARNETT RD | TULSA | OK | 741464261 | 730579230 | 501 (C) 3 | $598,659 | EDUCATION | |
| BRIDGES FOUNDATION THE | ||||||||
| 1345 N LEWIS AVE | TULSA | OK | 741104702 | 730740763 | 501 (C) 3 | $232,000 | FINANCIAL STABILITY | |
| BRISTOW SOCIAL SERVICES INC | ||||||||
| 206 S MAIN ST | BRISTOW | OK | 74010 | 731345471 | 501 (C) 3 | $80,667 | FINANCIAL STABILITY | |
| BROKEN ARROW NEIGHBORS | ||||||||
| 322 W BROADWAY | BROKEN ARROW | OK | 74012 | 731195548 | 501 (C) 3 | $90,192 | FINANCIAL STABILITY | |
| BROKEN ARROW SENIORS INC | ||||||||
| 1800 S MAIN ST | BROKEN ARROW | OK | 74012 | 731325797 | 501 (C) 3 | $44,269 | HEALTH/SAFETY | |
| CAMP FIRE USA GREEN COUNTRY COUNCIL INC | ||||||||
| 706 S BOSTON AVE | TULSA | OK | 741191610 | 730579231 | 501 (C) 3 | $312,200 | EDUCATION | |
| CAMP FIRE USA GREEN COUNTRY COUNCIL INC SAPULPA COUNTY FAMILY RESOURCE CENT | ||||||||
| 706 S BOSTON AVE | TULSA | OK | 741191610 | 730579231 | 501 (C) 3 | $40,885 | CAPACITY BUILDING | |
| CARING COMMUNITY FRIENDS INC OF SAPULPA | ||||||||
| PO BOX 1524 | SAPULPA | OK | 74067 | 731429214 | 501 (C) 3 | $37,838 | FINANCIAL STABILITY | |
| CENTER FOR EMPLOYMENT OPPORTUNITIES | ||||||||
| 111 W 5TH STREET STE 401 | TULSA | OK | 74103 | 133843322 | 501 (C) 3 | $110,000 | FINANCIAL STABILITY | |
| CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES THE | ||||||||
| 815 S UTICA AVE | TULSA | OK | 741043612 | 736070545 | 501 (C) 3 | $314,569 | HEALTH/SAFETY | |
| CHILD ABUSE NETWORK INC | ||||||||
| 2829 S SHERIDAN DR | TULSA | OK | 74129 | 731325326 | 501 (C) 3 | $249,000 | HEALTH/SAFETY | |
| CITY YEAR | ||||||||
| 15 E FIFTH ST STE 1621 | TULSA | OK | 74103 | 222882549 | 501 (C) 3 | $100,000 | EDUCATION | |
| CLEARWATER PERFORMANCE GROUP | ||||||||
| PO BOX 142 | LANESBORO | MN | 55949 | 472763372 | $6,750 | CONSULTING FOR WOMEN IN RECOVERY MENTORING PROGRAM | ||
| COMMUNITY ACTION PROJECT OF TULSA COUNTY | ||||||||
| 4606 S GARNETT RD STE 100 | TULSA | OK | 74146 | 731019247 | 501 (C) 3 | $809,339 | EDUCATION AND FINANCIAL STABILITY | |
| COMMUNITY HEALTH CHARITIES OF OK | ||||||||
| 7600 NEWCASTLE RD | OKLAHOMA CITY | OK | 731693000 | 731337456 | 501 (C) 3 | $21,857 | HEALTH (CITY & TPS DESIGNATIONS) | |
| COMMUNITY HEALTH CHARITIES OF OK | ||||||||
| 7600 NEWCASTLE RD | OKLAHOMA CITY | OK | 731693000 | 731337456 | 501 (C) 3 | $8,197 | DESIGNATIONS STATE CHARITABLE CAMPAIGN | |
| COMMUNITY SERVICE COUNCIL OF GREATER TULSA | ||||||||
| 16 E 16TH ST STE 202 | TULSA | OK | 741194406 | 730580282 | 501 (C) 3 | $467,386 | EDUCATION | |
| COMMUNITY SERVICE COUNCIL OF GREATER TULSA SPECIAL | ||||||||
| 16 E 16TH ST STE 202 | TULSA | OK | 741194406 | 730580282 | 501 (C) 3 | $158,427 | METROPOLITAN HUMAN SERVICE COMMISSION & PLANNING PROGRAMS | |
| COMMUNITY SERVICE COUNCIL OF GREATER TULSA SPECIAL | ||||||||
| 16 E 16TH ST STE 202 | TULSA | OK | 741194406 | 730580282 | 501 (C) 3 | $139,630 | A WAY HOME FOR TULSA-HOMELESS COLLABORATIVE | |
| COMMUNITY SERVICE COUNCIL OF GREATER TULSA SPECIAL | ||||||||
| 16 E 16TH ST STE 202 | TULSA | OK | 741194406 | 730580282 | 501 (C) 3 | $150,000 | CARERRA TEEN PREGNANCY PREVENTION PROGRAM | |
| CREEK COUNTY LITERACY PROGRAM | ||||||||
| 15 N POPLAR | SAPULPA | OK | 74066 | 731376512 | 501 (C) 3 | $34,640 | EDUCATION | |
| CROSSROADS INC | ||||||||
| 1888 E 15TH ST | TULSA | OK | 74114 | 731447897 | 501 (C) 3 | $106,021 | HEALTH/SAFETY AND FINANCIAL STABILITY | |
| CROSSTOWN LEARNING CENTER | ||||||||
| 2501 E ARCHER | TULSA | OK | 74110 | 730782748 | 501 (C) 3 | $180,000 | EDUCATION | |
| DOMESTIC VIOLENCE INTERVENTION SERVICES | ||||||||
| 4300 S HARVARD STE 100 | TULSA | OK | 741352608 | 731028332 | 501 (C) 3 | $910,000 | HEALTH/SAFETY AND FINANCIAL STABILITY | |
| EASTERN OKLAHOMA DONATED DENTAL SERVICES | ||||||||
| 3741 S PEORIA AVE | TULSA | OK | 74105 | 412103655 | 501 (C) 3 | $130,000 | HEALTH/SAFETY | |
| FAMILY AND CHILDREN'S SERVICES | ||||||||
| 650 S PEORIA AVE | TULSA | OK | 74120 | 730580270 | 501 (C) 3 | $1,730,865 | HEALTH/SAFETY, EDUCATION, AND FINANCIAL STABILITY | |
| FAMILY AND CHILDREN'S SERVICES | ||||||||
| 650 S PEORIA AVE | TULSA | OK | 74120 | 730580270 | 501 (C) 3 | $50,000 | INNOVATION GRANT | |
| GIRL SCOUTS OF EASTERN OKLAHOMA | ||||||||
| 2432 E 51ST ST | TULSA | OK | 741056002 | 730579240 | 501 (C) 3 | $364,994 | EDUCATION | |
| GLOBAL GARDENS | ||||||||
| PO BOX 52034 | TULSA | OK | 74152 | 205717276 | 501 (C) 3 | $69,000 | EDUCATION | |
| GOODWILL INDUSTRIES OF TULSA | ||||||||
| 2800 SOUTHWEST BLVD | TULSA | OK | 74107 | 730614297 | 501 (C) 3 | $473,686 | FINANCIAL STABILITY | |
| GROWING TOGETHER | ||||||||
| 20 E 5TH STREET STE 1020 | TULSA | OK | 74103 | 471572366 | 501 (C) 3 | $172,000 | NEIGHBORHOOD REVITALIZATION | |
| HOSPICE OF GREEN COUNTRY INC | ||||||||
| 2121 S COLUMBIA STE 200 | TULSA | OK | 741143516 | 731261742 | 501 (C) 3 | $73,452 | HEALTH/SAFETY | |
| KIPP ACADEMY | ||||||||
| 1661 E VIRGIN ST | TULSA | OK | 74106 | 113740269 | 501 (C) 3 | $412,500 | EDUCATION | |
| LEADERSHIP TULSA NEW VOICES | ||||||||
| 1717 S BOULDER AVE STE 104 | TULSA | OK | 74119 | 731042332 | 501 (C) 3 | $23,433 | INITIATIVE TO INCREASE DIVERSITY OF TAUW AGENCY BOARDS | |
| LEGAL SERVICES OF OKLAHOMA INC | ||||||||
| 907 S DETROIT STE 725 | TULSA | OK | 74120 | 731022203 | 501 (C) 3 | $412,660 | FINANCIAL STABILITY | |
| LIQUID COMPASS | ||||||||
| 1821 S COLUMBIA AVE | TULSA | OK | 74104 | 146027612 | $146,400 | CONSULTING AND OUTCOMES MEASUREMENT | ||
| LIFE SENIOR SERVICES INC | ||||||||
| 5950 E 31ST ST | TULSA | OK | 741355114 | 731043783 | 501 (C) 3 | $789,640 | HEALTH/SAFETY, EDUCATION, AND FINANCIAL STABILITY | |
| NEW WORKFORCE DIRECTIONS DBA MADISON STRATEGIES GROUP | ||||||||
| 907 S DETROIT STE 830 | TULSA | OK | 74120 | 272323749 | 501 (C) 3 | $150,000 | WORKADVANCE FUND | |
| NEW WORKFORCE DIRECTIONS DBA MADISON STRATEGIES GROUP | ||||||||
| 907 S DETROIT STE 830 | TULSA | OK | 74120 | 272323749 | 501 (C) 3 | $80,000 | BRIDGE FUNDING | |
| NEW WORKFORCE DIRECTIONS DBA MADISON STRATEGIES GROUP | ||||||||
| 907 S DETROIT STE 830 | TULSA | OK | 74120 | 272323749 | 501 (C) 3 | $50,000 | INNOVATION GRANT | |
| MARGARET HUDSON PROGRAM INC | ||||||||
| 2010 E 48TH ST N | TULSA | OK | 74130 | 730793181 | 501 (C) 3 | $385,321 | HEALTH/SAFETY AND EDUCATION | |
| MENTAL HEALTH ASSOCIATION IN TULSA | ||||||||
| 1870 S BOULDER | TULSA | OK | 741195234 | 730657931 | 501 (C) 3 | $588,580 | HEALTH/SAFETY, EDUCATION, AND FINANCIAL STABILITY | |
| MORTON COMPREHENSIVE HEALTH SERVICES | ||||||||
| 1334 NORTH LANSING AVE | TULSA | OK | 74106 | 731177858 | 501 (C) 3 | $325,000 | HEALTH/SAFETY | |
| OKLAHOMA INNOVATION INSTITUTE | ||||||||
| 100 S CINCINNATI AVE STE 1405 | TULSA | OK | 74103 | 261317404 | 501 (C) 3 | $75,000 | STEM ALLIANCE | |
| OKMULGEE COUNTY FAMILY RESOURCE | ||||||||
| PO BOX 73 | OKMULGEE | OK | 74447 | 731332643 | 501 (C) 3 | $129,634 | HEALTH/SAFETY AND FINANCIAL STABILITY | |
| OKMULGEE COUNTY HOMELESS SHELTER | ||||||||
| PO BOX 1635 | OKMULGEE | OK | 74447 | 731485176 | 501 (C) 3 | $90,000 | FINANCIAL STABILITY AND HEALTH/SAFETY | |
| OKMULGEE OKFUSKEE COUNTY YOUTH | ||||||||
| 1950 N OKMULGEE | OKMULGEE | OK | 74447 | 731486908 | 501 (C) 3 | $116,868 | HEALTH/SAFETY AND EDUCATION | |
| OPERATION AWARE OF OKLAHOMA INC | ||||||||
| 7226 E 41ST ST | TULSA | OK | 74145 | 731112912 | 501 (C) 3 | $142,778 | EDUCATION | |
| OWASSO COMMUNITY RESOURCES | ||||||||
| 109 N BIRCH STE 109 | OWASSO | OK | 74055 | 731445318 | 501 (C) 3 | $77,213 | FINANCIAL STABILITY | |
| PALMER CONTINUUM OF CARE INC | ||||||||
| 2442 MOHAWK BLVD | TULSA | OK | 74110 | 562302027 | 501 (C) 3 | $306,718 | HEALTH/SAFETY | |
| PARENT CHILD CENTER OF TULSA THE | ||||||||
| 1421 S BOSTON AVE | TULSA | OK | 741194032 | 731113167 | 501 (C) 3 | $602,754 | HEALTH/SAFETY | |
| PARENT CHILD CENTER OF TULSA THE | ||||||||
| 1421 S BOSTON AVE | TULSA | OK | 741194032 | 731113167 | 501 (C) 3 | $104,950 | ANTI BULLYING INITIATIVE | |
| READING PARTNERS | ||||||||
| 110 WEST 7TH STREET | TULSA | OK | 74119 | 770568469 | 501 (C) 3 | $188,652 | EDUCATION | |
| RESONANCE CENTER FOR WOMEN | ||||||||
| 1608 S ELWOOD AVE | TULSA | OK | 74119 | 731023752 | 501 (C) 3 | $50,000 | INNOVATION GRANT | |
| RETIRED SENIOR VOLUNTEER PROGRAM | ||||||||
| 5756 E 31ST ST | TULSA | OK | 741355103 | 731009086 | 501 (C) 3 | $83,950 | EDUCATION | |
| ROGERS COUNTY UNITED WAY | ||||||||
| PO BOX 1165 | CLAREMORE | OK | 74018 | 731249045 | 501 (C) 3 | $100,000 | FUNDS HEALTH AND HUMAN SERVICE ORGANIZATIONS | |
| SHOW INC | ||||||||
| 425 W WELLS | SAPULPA | OK | 74066 | 731028650 | 501 (C) 3 | $118,835 | FINANCIAL STABILITY AND HEALTH/SAFETY | |
| SALVATION ARMY THE | ||||||||
| 1616 S MAIN | TULSA | OK | 74119 | 730579266 | 501 (C) 3 | $1,483,612 | EDUCATION, HEALTH/SAFETY, AND FINANCIAL STABILITY | |
| SAND SPRINGS COMMUNITY SERVICES | ||||||||
| 15 E 2ND ST | SAND SPRINGS | OK | 74063 | 730582550 | 501 (C) 3 | $96,514 | FINANCIAL STABILITY | |
| SCHNAKE TURNBO FRANK | ||||||||
| 200 E 5TH ST STE 1500 | TULSA | OK | 741035004 | 730803265 | $25,000 | CONSULTING FOR STRATEGIC PLANNING FOR A WAY HOME FOR TULSA COLLABORATIVE INITIATIVE | ||
| SPARK POLICY INSTITUTE | ||||||||
| 2717 WELTON STREET | DENVER | CO | 80205 | 205031835 | $22,500 | CONSULTING | ||
| STREET SCHOOL | ||||||||
| 1135 S YALE AVE | TULSA | OK | 741125396 | 730942963 | 501 (C) 3 | $330,007 | EDUCATION | |
| TEACH FOR AMERICA | ||||||||
| 1202 WEST EASTON STREET | TULSA | OK | 74127 | 133541913 | 501 (C) 3 | $5,000 | INNOVATION GRANT | |
| TRISTESSE GRIEF CENTER | ||||||||
| 3930 E 31ST ST | TULSA | OK | 74135 | 731619790 | 501 (C) 3 | $55,000 | HEALTH/SAFETY | |
| TSHA INC | ||||||||
| 8740 E 11TH ST STE A | TULSA | OK | 741127957 | 736102812 | 501 (C) 3 | $216,681 | EDUCATION AND FINANCIAL STABILITY | |
| TULSA ADVOCATES FOR THE RIGHTS OF CITIZENS WITH DEVELOPMENTAL DISABILITIES | ||||||||
| 2516 E 71ST ST STE A | TULSA | OK | 74136 | 730749376 | 501 (C) 3 | $216,341 | EDUCATION AND HEALTH/SAFETY | |
| TULSA BOYS HOME | ||||||||
| PO BOX 1101 | TULSA | OK | 741011101 | 730579242 | 501 (C) 3 | $365,420 | HEALTH/SAFETY AND EDUCATION | |
| HIV RESOURCE CONSORTIUM INC | ||||||||
| 3507 E ADMIRAL PL | TULSA | OK | 741158211 | 731388569 | 501 (C) 3 | $483,385 | HEALTH/SAFETY AND FINANCIAL STABILITY | |
| TULSA CAMPAIGN TO PREVENT TEEN PREGNANCY | ||||||||
| 1601 S MAIN STREET STE 200 | TULSA | OK | 74119 | 471170599 | 501 (C) 3 | $120,000 | TEEN PREGNANCY PREVENTION PROGRAM | |
| TULSA CASA INC | ||||||||
| 700 S BOSTON STE 230 | TULSA | OK | 74119 | 731312870 | 501 (C) 3 | $112,609 | HEALTH/SAFETY | |
| TULSA COMMUNITY FOUNDATION | ||||||||
| 7030 S YALE AVE STE 600 | TULSA | OK | 74136 | 731554474 | 501 (C) 3 | $200,000 | IMPACT TULSA EDUCATION INITIATIVE | |
| TULSA COUNTY CHILD PROTECTION CENTER | ||||||||
| 4300 SOUTH HARVARD STE 204 | TULSA | OK | 74135 | 731554474 | 501 (C) 3 | $56,000 | MODEL COURT PROGRAM | |
| TULSA DAY CENTER FOR THE HOMELESS | ||||||||
| 415 W ARCHER | TULSA | OK | 74103 | 731557819 | 501 (C) 3 | $265,000 | HEALTH/SAFETY AND FINANCIAL STABILITY | |
| 12 AND 12 INC | ||||||||
| 6333 E SKELLY DR | TULSA | OK | 74135 | 731242962 | 501 (C) 3 | $300,000 | HEALTH/SAFETY AND FINANCIAL STABILITY | |
| VISITING NURSE ASSOCIATION OF TULSA | ||||||||
| 7875 E 51ST ST STE N-3 | TULSA | OK | 74145 | 731130509 | 501 (C) 3 | $470,000 | HEALTH/SAFETY | |
| WAGONER AREA NEIGHBORS | ||||||||
| PO BOX 933 | WAGONER | OK | 74477 | 731351405 | 501 (C) 3 | $76,150 | FINANCIAL STABILITY | |
| YOUNG MENS CHRISTIAN ASSOCIATION OF TULSA | ||||||||
| 420 S MAIN STE 200 | TULSA | OK | 74103 | 730579269 | 501 (C) 3 | $718,524 | HEALTH/SAFETY AND EDUCATION | |
| YOUNG WOMENS CHRISTIAN ASSOCIATION | ||||||||
| 1910 S LEWIS AVE STE 200 | TULSA | OK | 741045708 | 730579296 | 501 (C) 3 | $453,018 | EDUCATION AND FINANCIAL STABILITY | |
| YOUTH AT HEART | ||||||||
| 6026 S SHERIDAN RD | TULSA | OK | 74145 | 731043630 | 501 (C) 3 | $245,000 | EDUCATION | |
| YOUTH SERVICES OF CREEK COUNTY | ||||||||
| PO BOX 2346 | SAPULPA | OK | 740672346 | 731301335 | 501 (C) 3 | $150,000 | HEALTH/SAFETY, EDUCATION, AND FINANCIAL STABILITY | |
| YOUTH SERVICES OF TULSA | ||||||||
| 311 S MADISON | TULSA | OK | 74120 | 730785251 | 501 (C) 3 | $733,066 | HEALTH/SAFETY, EDUCATION, AND FINANCIAL STABILITY | |
| YOUTH SERVICES OF TULSA | ||||||||
| 311 S MADISON | TULSA | OK | 74120 | 730785251 | 501 (C) 3 | $99,404 | INNOVATION GRANT | |
| ANIMAL CHARITIES OF AMERICA | ||||||||
| 1100 LARKSPUR LANDING CIR STE 340 | LARKSPUR | CA | 94939 | 943193389 | 501 (C) 3 | $19,383 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN | |
| CANCERCURE OF AMERICA CARE UNDERSTAND RESEARCH AND END | ||||||||
| 1101 LARKSPUR LANDING CIR STE 340 | LARKSPUR | CA | 94939 | 810648432 | 501 (C) 3 | $6,897 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN | |
| CHARITIES UNDER 1 OVERHEAD FEDERATION | ||||||||
| PO BOX 47854 | SAN FRANCISCO | CA | 94145 | 273132554 | 501 (C) 3 | $5,073 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN | |
| CHILDRENS CHARITIES OF AMERICA | ||||||||
| 1100 LARKSPUR LANDING CIR STE 340 | LARKSPUR | CA | 94939 | 943148588 | 501 (C) 3 | $5,594 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN | |
| CHILDRENS MEDICAL CHARITIES OF AMERICA | ||||||||
| 1100 LARKSPUR LANDING CIR STE 340 | LARKSPUR | CA | 94939 | 270093393 | 501 (C) 3 | $9,283 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN | |
| CHRISTIAN CHARITIES USA | ||||||||
| 1100 LARKSPUR LANDING CIRCLE SUITE | LARKSPUR | CA | 94939 | 943255961 | 501 (C) 3 | $6,881 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN | 340 |
| CHRISTIAN SERVICE CHARITIES | ||||||||
| 7620 LITTLE RIVER TPKE STE 600 | ANNANDALE | VA | 22003 | 943193374 | 501 (C) 3 | $28,754 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN | |
| COINS 4 CRITTERS CLUB | ||||||||
| 901 HORN STREET | MUSKOGEE | OK | 74403 | 900679556 | 501 (C) 3 | $9,480 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN | |
| COMMUNITY FOOD BANK OF EASTERN OK | ||||||||
| 1304 N KENOSHA AVE | TULSA | OK | 74106 | 731184980 | 501 (C) 3 | $5,056 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN | |
| COMMUNITY HEALTH CHARITIES | ||||||||
| 200 N GLEBE RD STE 801 | ARLINGTON | VA | 222033728 | 136167225 | 501 (C) 3 | $33,966 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN | |
| GLOBAL IMPACT | ||||||||
| 66 CANAL CENTER PLAZA STE 310 | ALEXANDRIA | VA | 22314 | 521273585 | 501 (C) 3 | $9,729 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN | |
| HEALTH AND MEDICAL RESEARCH CHARITIES OF AMERICA | ||||||||
| 1100 LARKSPUR LANDING CIR STE 340 | LARKSPUR | CA | 94939 | 943217739 | 501 (C) 3 | $15,659 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN | |
| LAKE AREA UNITED WAY INC | ||||||||
| PO BOX 1612 | MUSKOGEE | OK | 744021612 | 730581441 | 501 (C) 3 | $45,982 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN | |
| LITTLE LIGHT HOUSE INC THE | ||||||||
| 5120 E 36TH ST | TULSA | OK | 74135 | 730939422 | 501 (C) 3 | $19,846 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN | |
| MAKE A WISH FOUNDATION OF OKLAHOMA | ||||||||
| 5201 N SHARTEL AVE | OKLAHOMA CITY | OK | 73118 | 731176743 | 501 (C) 3 | $9,333 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN | |
| MEALS ON WHEELS OF METRO TULSA | ||||||||
| 12620 E 31ST STREET | TULSA | OK | 74146 | 731125389 | 501 (C) 3 | $10,144 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN | |
| MILITARY FAMILY & VET SVC ORGS | ||||||||
| 1100 LARKSPUR LANDING CIRCLE SUITE | LARKSPUR | CA | 94939 | 943193418 | 501 (C) 3 | $17,040 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN | 340 |
| MILITARY SUPPORT GROUPS OF AMERICA | ||||||||
| 1100 LARKSPUR LANDING CIRCLE SUITE | LARKSPUR | CA | 94939 | 272242752 | 501 (C) 3 | $8,957 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN | 340 |
| TULSA HABITAT FOR HUMANITY | ||||||||
| 6235 E 13TH ST | TULSA | OK | 741125411 | 731325063 | 501 (C) 3 | $5,019 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | 202370934 | 501 (C) 3 | $10,800 | DESIGNATIONS COMBINED FEDERAL CAMPAIGN | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 92 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TULSA AREA UNITED WAY USES A DETAILED PROCESS FOR EVALUATING ITS PARTNER AGENCIES AND TRACING THE USE OF ALLOCATED FUNDS. THE TAUW COMMUNITY INVESTMENTS STAFF, IN CONJUNCTION WITH OVER 160 COMMUNITY PANEL VOLUNTEERS, STUDY THE APPLICATIONS OF PARTNER AGENCIES WITH PARTICULAR ATTENTION PAID TO GOVERNANCE AND MANAGEMENT STANDARDS, THE FISCAL STABILITY OF THE AGENCY, ACCURACY OF REPORTING THE USE OF ALLOCATED FUNDS AND THE RESULTS ACHIEVED FOR AGENCY CLIENTS. THE PANEL VOLUNTEERS CONDUCT A SITE VISIT WITH EACH AGENCY EACH YEAR, GATHERING MORE DETAILED INFORMATION AS NEEDED. ANY ISSUES UNRESOLVED AT THE SITE VISIT ARE SCHEDULED IN ANOTHER MEETING THAT MUST BE ATTENDED BY AGENCY BOARD OFFICERS, THE EXECUTIVE DIRECTOR AND KEY AGENCY STAFF. PANEL VOLUNTEERS CONDUCT A FINAL MEETING AT WHICH THEY DETERMINE THE RECOMMENDED ALLOCATION. FOLLOWING THESE MEETINGS, THE PANEL CHAIR AND CO-CHAIRS MEET WITH A DIVISION LEADER TO EXPLAIN PANEL RECOMMENDATIONS, THEN THE DIVISION LEADERS MEET TO FINALIZE AND APPROVE THE FUNDING RECOMMENDATIONS. THE TOTAL RECOMMENDED FUNDING IS THEN PRESENTED TO THE TULSA AREA UNITED WAY BOARD FOR ACCEPTANCE AND APPROVAL. AGENCIES PROVIDE A DETAILED REPORT ON HOW FUNDS WERE SPENT AT THE END OF EACH CALENDAR YEAR AS A CRITICAL PART OF THEIR APPLICATION FOR FUTURE FUNDING. TULSA AREA UNITED WAY SERVES AS THE PRINCIPAL COMBINED FUND ORGANIZATION FOR THE GREATER TULSA AREA COMBINED FEDERAL CAMPAIGN (CFC). TULSA AREA UNITED WAY RECEIVES PLEDGES FROM FEDERAL EMPLOYEES AND DISTRIBUTES THE FUNDS TO VARIOUS AGENCIES AS DESIGNATED BY THE CONTRIBUTORS. THESE AGENCIES ARE NOTED WITH "DESIGNATIONS COMBINED FEDERAL CAMPAIGN" IN SCHEDULE I. ALL ASPECTS OF THE CFC, INCLUDING ELIGIBILITY FOR PARTICIPATION, ARE STRICTLY GOVERNED BY FEDERAL REGULATION. THE CURRENT CFC REGULATIONS CAN BE VIEWED AT WWW.OPM.GOV/CFC. THE OFFICE OF PERSONNEL MANAGEMENT (OPM) IS ACCOUNTABLE FOR ASSURING FEDERAL EMPLOYEES THAT THEIR DESIGNATIONS WILL BE HONORED AND DISTRIBUTED TO THE CHARITABLE ORGANIZATION OF THEIR CHOICE, AND THAT ALL CHARITABLE ORGANIZATIONS LISTED IN THE CFC HAVE MET STRICT ELIGIBILITY REQUIREMENTS ON AN ANNUAL BASIS. THE STATE CHARITABLE CAMPAIGN (SCC) ALLOWS EMPLOYEES OF THE STATE OF OKLAHOMA TO CONTRIBUTE TO SEVERAL FULLY ACCOUNTABLE PRIVATE NONPROFIT SOCIAL, HEALTH, AND WELFARE ORGANIZATIONS ON A VOLUNTARY BASIS. DONATIONS DISTRIBUTED BY THE TULSA AREA UNITED WAY ON BEHALF OF STATE EMPLOYEES TO THESE AGENCIES ARE NOTED WITH "DESIGNATIONS STATE CHARITABLE CAMPAIGN" IN SCHEDULE I. THE SCC IS GOVERNED BY THE OVERSIGHT COMMITTEE FOR STATE EMPLOYEE CHARITABLE CONTRIBUTIONS (OCSECC), COMPRISED OF STATE EMPLOYEE APPOINTEES, WHICH ACTS AS THE CAMPAIGN'S BOARD OF DIRECTORS APPROVING CHARITIES TO PARTICIPATE, OVERSEEING CAMPAIGN PROCEDURES, AND CONTRACTING WITH A NON-PROFIT ORGANIZATION TO MANAGE THE CAMPAIGN ANNUALLY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GRAHAM MARK | PersonNm |
| Title | PRESIDENT AND CEO | TitleTxt |
| Base Compensation Filing Org | $230,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $47,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $6,895 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $20,329 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $17,204 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $321,428 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | COMPENSATION IS APPROVED ANNUALLY BY THE BOARD COMPENSATION COMMITTEE WHICH IS MADE UP OF CURRENT AND FORMER DIRECTORS OF THE ORGANIZATION. THE COMMITTEE DIRECTLY SETS/APPROVES THE PRESIDENT AND CEO'S SALARY AND INDIRECTLY APPROVES ALL OTHER STAFF POSITION SALARIES BASED ON THE RECOMMENDATION OF THE PRESIDENT AND CEO. FOLLOWING THAT COMMITTEE MEETING, AMOUNTS ARE APPROVED BY THE FINANCE AND AUDIT COMMITEE AND THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| TED HAYNES PRESIDENT BLUE CROSS B | |||
| BOARD DIRECTOR | $278,598 | HEALTH INSURANCE PROVIDER | 0 |
| BECKY J FRANK CHAIRMAN AND CEO S | |||
| BOARD DIRECTOR | $33,360 | PUBLIC RELATIONS FIRM THAT PROVIDED COUNSEL DURING 2015 | 0 |
| MARK GRAHAM BOARD DIRECTOR GRAND | |||
| PRESIDENT AND CEO | $1,287,667 | DEPOSITORY BANK | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $144,201 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FULL PAGE ADS | 2 | $71,000 | FAIR MARKET VALUE |
| Yes (X) | COMPUTER EQUIPMENT | 1 | $3,000 | FAIR MARKET VALUE |
| Yes (X) | DISCOUNTS ON FOOD ORDERS | 2 | $16 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THERE ARE NUMEROUS BUSINESS RELATIONSHIPS WITHIN THE BOARD OF DIRECTORS. OUR BOARD CONTAINS THE HEADS OF MAJOR EMPLOYERS AS WELL AS LOCAL UTILITY COMPANIES AND HEALTH INSURANCE PROVIDERS. BOARD MEMBERS ARE REQUIRED TO ANNUALLY DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. ITEMS WITH POSSIBLE RISE TO CONFLICTS ARE REVIEWED BY THE FINANCE AND AUDIT COMMITTEE. SHOULD THE COMMITTEE DETERMINE THAT A POTENTIAL CONFLICT OF INTEREST IS PRESENT, THAT INFORMATION WILL BE TAKEN TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE WILL ADDRESS ANY CONCERNS REGARDING A POTENTIAL CONFLICT OF INTEREST AND TAKE APPROPRIATE ACTION TO RESOLVE ANY CONFLICT. |
| FORM 990, PART VI, SECTION A, LINE 6 | ALL DONORS ARE CONSIDERED MEMBERS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT OF THE FORM 990 IS PROVIDED TO AND REVIEWED WITH THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. THEN AN EMAIL WAS SENT TO ALL BOARD OF DIRECTORS ADVISING THEM THE 990 HAD BEEN PLACED ON THE BOARD INTRANET FOR THEIR REVIEW AND RESPONSE BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. ITEMS WITH POSSIBLE RISE TO CONFLICTS ARE REVIEWED BY THE FINANCE AND AUDIT COMMITTEE. SHOULD THE COMMITTEE DETERMINE THAT A POTENTIAL CONFLICT OF INTEREST IS PRESENT, THAT INFORMATION WILL BE TAKEN TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE WILL ADDRESS ANY CONCERNS REGARDING A POTENTIAL CONFLICT OF INTEREST AND TAKE APPROPRIATE ACTION TO RESOLVE ANY CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION IS APPROVED ANNUALLY BY THE BOARD COMPENSATION COMMITTEE WHICH IS MADE UP OF CURRENT AND FORMER DIRECTORS OF THE ORGANIZATION. ANNUALLY, EXTENSIVE COMPENSATION DATA IS COLLECTED FROM UNITED WAY WORLDWIDE, OKLAHOMA CENTER FOR NON-PROFITS, SIMILAR UNITED WAYS, AND LARGE PARTNER AGENCIES AND PROVIDED TO THE PRESIDENT AND CEO FOR HIS CONSIDERATION. THE BOARD COMPENSATION COMMITTEE COMMITTEE DIRECTLY SETS/APPROVES THE PRESIDENT AND CEO'S SALARY AND INDIRECTLY APPROVES ALL OTHER STAFF POSITION SALARIES BASED ON THE RECOMMENDATION OF THE PRESIDENT AND CEO. FOLLOWING THAT COMMITTEE MEETING, AMOUNTS ARE APPROVED BY THE FINANCE AND AUDIT COMMITTEE AND THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | OUR FINANCIAL STATEMENTS ARE IN OUR ANNUAL REPORT AND ARE PUBLISHED IN OUR LOCAL NEWSPAPER, A LOCAL MAGAZINE, AND OUR LOCAL WEBSITE. OUR GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THERE WERE NO CHANGES IN THE PROCESS FROM THE PREVIOUS YEAR. |
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